EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,787
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$18.5M
3
+$15.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.98%
2 Financials 5.06%
3 Consumer Discretionary 3.91%
4 Industrials 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$29K 0.01%
+10,000
552
$29K 0.01%
+200
553
$28K 0.01%
+270
554
$28K 0.01%
+636
555
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+56
556
$28K 0.01%
+101
557
$28K 0.01%
+511
558
$28K 0.01%
+125
559
$28K 0.01%
+594
560
$28K 0.01%
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561
$28K 0.01%
+120
562
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563
$27K 0.01%
+514
564
$27K 0.01%
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565
$27K 0.01%
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$27K 0.01%
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567
$27K 0.01%
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568
$27K 0.01%
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569
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570
$27K 0.01%
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571
$27K 0.01%
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572
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+1,000
573
$27K 0.01%
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574
$27K 0.01%
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575
$27K 0.01%
+360
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